Don’t you wish you could feel unquestionably confident about your finances? You don’t have to look far to find financial advice or so-called proven formulas that promise to bring you financial success. And while there’s plenty of general advice you would be wise to take, your finances don’t exist in a bubble. They are an extension of you, your values, your dreams, and your life circumstances; as such, they deserve a personal touch.
That’s where I come in. I provide personalized service and protective guidance for every phase of your life so you can approach your challenges and opportunities with unquestionable confidence.
What I Do
In a nutshell, I bring simplicity and clarity to my clients’ financial lives so they can focus on what matters and enjoy the fruits of their labor. I do this by providing comprehensive financial planning services that cover all your bases, from retirement planning to business planning to investment management to estate planning. I leave no stone unturned as I help my clients discover their goals and tailor solutions to their lives.
Life can get complicated, and finances are often one of the most stress-inducing aspects of life. That’s why I love that I don’t just help my clients manage their portfolios, but also walk with them through every season of life, keeping them on track and acting as a shoulder to lean on. Your success is my success.
Who We Serve
While we serve a wide variety of clients, many of them are business owners, professionals, or those who work in specific industries, such as medical, manufacturing, or agriculture. Though they come to me with different needs and circumstances, they have a couple of things in common. They have all found success in their fields and face financial challenges brought on by their success. They desire quality financial advice and want to delegate financial management to someone who is committed to building a long-term relationship based on trust.
What Do You Need?
My clients know that I care, that I have a sincere desire to help them. This confidence allows them to breathe a bit, to trust the process, and achieve financial clarity. If you are looking for someone to partner with who will walk with you on your financial journey, I’d love to meet you. Email me at email@example.com or give me a call at 916-967-3208 to see if I am the right fit to help you pursue your ideal financial future.
James Callens is a financial advisor at GLH&C Financial Services, a full-service, comprehensive wealth management firm. Jim has over 30 years of experience in the financial industry and uses his extensive resources, knowledge, and experience to help his clients experience simplicity and clarity in their financial life. Jim spent over 20 years working for GE Financial Advisors, both in their insurance services department and as a regional manager and financial advisor. He took part in GE’s Six Sigma Quality Training program and completed the National Association of Life Underwriter’s four-year LUTCF course. Jim also earned his certificate in financial planning from the University of California at Davis. In 2011, Jim combined his own firm, Callens Financial Group, with GLH Financial Services, creating GLH&C Financial Services, so he could provide even more value to his clients.
Jim is a member of the Financial Planning Association of Northern California and National Association of International & Financial Advisors (NAIFA). He has served as a board member of several nonprofit organizations and has been involved in Cub Scouts leadership and youth sports coaching. Jim lives in Folsom, CA, with his wife, Melissa, and his four children, Jacob, Kristen, Grant, and Andrew. Together, they enjoy outdoor activities such as kayaking, bicycling, and vacationing at Lake Tahoe. To learn more about Jim, connect with him on LinkedIn.